ABOUT ATTIX:

Attix is a dynamic and rapidly growing fintech organization dedicated to revolutionizing the financial services industry. We are committed to innovation, customer success, and building a world-class team. We house two distinct, yet synergistic, fintech companies under our umbrella, both focused on empowering investors and driving capital growth.

JOB SUMMARY:

We are seeking a highly motivated and experienced Sales Manager to lead and also work with our clients in our Soho, New York office. This pivotal role requires a strategic leader with a proven track record in fintech sales, specifically in both membership-based software sales and capital raising. The ideal candidate will possess a deep understanding of the retail investor landscape and the dynamics of private capital markets, and will also work his own pipeline and book of business.

QUALIFICATIONS:

• Bachelor’s degree in business, finance, or a related field.
• Proven experience in fintech sales management, with a strong understanding of both software sales and capital raising.
• Demonstrated success in leading and developing high-performing sales teams.
• Deep understanding of the retail investor market and private capital markets.
• Strong knowledge of algorithmic trading platforms and financial technology.
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in CRM software1 (e.g., Salesforce, HubSpot).
• Ability to thrive in a fast-paced and dynamic environment.
• Knowledge of financial regulations.

• Player-coach mentality
• Focused on raising capital for private investment opportunities.
• Train sales professionals for both teams, tailoring training to the specific sales methodologies required.
• Conduct regular performance reviews, provide targeted coaching, and foster a culture of continuous improvement.
• Manage team dynamics, resolve conflicts, and ensure a cohesive and high-performing sales environment.Sales Strategy & Execution:
• Develop and implement distinct sales strategies for each team, aligning with their specific target markets and product offerings.
• Drive membership growth through effective lead generation, product demonstrations, and customer retention strategies.
• Build and maintain relationships with high-net-worth individuals and institutional investors, and manage the capital raising process.
• Analyze sales data, market trends, and competitor activity to identify opportunities for growth and optimization.
• Ensure both teams utilize CRM systems effectively to track sales activity and manage client relationships.Performance Management & Reporting:
• Establish clear sales targets, KPIs, and performance expectations for both teams.
• Monitor and report on sales performance, providing regular updates to senior management.
• Develop and implement sales incentive programs to motivate and reward high-performing individuals and teams.
• Generate accurate sales forecasts and reports for both business units.Client Relationship Management:
• Ensure excellent customer service and support for software members, building long-term relationships.
• Cultivate and maintain strong relationships with investors, providing transparent and timely communication.
• Address complex client inquiries and resolve escalations effectively.Compliance and Regulatory Awareness:
• Ensure both teams operate in compliance with all relevant financial regulations and industry standards.
• Stay up-to-date on changes in the fintech landscape and regulatory environment.Collaboration & Communication:
• Facilitate efficient communication and collaboration between the two teams, as well as with other departments.
• Effectively communicate sales performance and market insights to senior leadership.